Funder DirectoryIDA T JACOBS TESTAMENTARY TRUST
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Private foundation (trust)EIN 426311610Est. 1981-05

IDA T JACOBS TESTAMENTARY TRUST

MILWAUKEE, WI 532010634

Accepts unsolicited proposals

Total Assets

$132K

FY 2024

Annual Giving

$3K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$3K–$3K

Typical

Deadlines

May 31 to fiscal year end july 31

Applications

Financial Snapshot

2024 filing

Total Revenue

$8K

Total Expenses

$8K

Qualifying Distributions

$6K

Distributable Amount

$6K

Min. Investment Return

$6K

Undistributed Income

$3K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

3 years

Giving over time from 2020 to 2024. Peak $4K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

3 grants

JEWISH FEDERATION
$8K
2 grants
JEWISH FEDERATION OF GREATER DM
$3K
1 grant

Grant Size Distribution

3 grants

<$10K
3
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Iowa
$11K
100% of total

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IDA T JACOBS TESTAMENTARY TRUST — Grants, Financials & Contact | Grantivo